Purchases and Sales Made in Q1 2025 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.72K- 7.5% |
$98.2K - $113K
|
21.2K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.72K- 4.53% |
$98.2K - $113K
|
36.2K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.8K- 9.71% |
$103K - $119K
|
16.8K
$953K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-1.82K- 8.54% |
$104K - $120K
|
19.5K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.85K- 14.96% |
$106K - $121K
|
10.5K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.91K- 9.81% |
$109K - $126K
|
17.5K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.97K- 24.3% |
$112K - $129K
|
6.12K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 3.21% |
$113K - $130K
|
59.4K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.01K- 11.1% |
$115K - $132K
|
16.1K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 7.25% |
$115K - $132K
|
25.7K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 3.0% |
$116K - $133K
|
65.3K
$3.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-2.07K- 2.4% |
$118K - $136K
|
84.2K
$4.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.08K- 1.75% |
$119K - $137K
|
117K
$6.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.13K- 3.35% |
$122K - $140K
|
61.3K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.13K- 12.16% |
$122K - $140K
|
15.4K
$877K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.21K- 7.29% |
$127K - $146K
|
28.1K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.23K- 0.56% |
$128K - $147K
|
398K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-2.26K- 3.34% |
$129K - $149K
|
65.4K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.28K- 5.4% |
$130K - $150K
|
39.9K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.69% |
$132K - $152K
|
83.2K
$4.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.3K- 27.92% |
$132K - $152K
|
5.95K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 9.81% |
$133K - $153K
|
21.4K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.35K- 10.07% |
$135K - $155K
|
21K
$1.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.36K- 2.79% |
$135K - $155K
|
82.3K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 0.61% |
$137K - $157K
|
387K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.41K- 5.42% |
$138K - $159K
|
42.1K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.44K- 3.7% |
$139K - $160K
|
63.3K
$3.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.44K- 3.45% |
$139K - $160K
|
68.3K
$3.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.44K- 4.03% |
$139K - $160K
|
58.1K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.48K- 9.05% |
$142K - $163K
|
24.9K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.49K- 2.06% |
$142K - $164K
|
119K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.5K- 6.14% |
$143K - $165K
|
38.3K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.61K- 6.85% |
$149K - $172K
|
35.4K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.67K- 1.51% |
$153K - $176K
|
174K
$9.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.68K- 6.69% |
$153K - $177K
|
37.4K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.71K- 8.42% |
$155K - $178K
|
29.5K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.79K- 4.23% |
$159K - $183K
|
63.1K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.81K- 13.02% |
$161K - $185K
|
18.8K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.83K- 22.07% |
$162K - $186K
|
9.98K
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-2.93K- 8.43% |
$168K - $193K
|
31.9K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.96K- 3.47% |
$169K - $195K
|
82.3K
$4.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.17K- 5.03% |
$181K - $208K
|
59.8K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.22K- 1.61% |
$184K - $212K
|
197K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.29K- 9.77% |
$188K - $216K
|
30.4K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.31K- 0.29% |
$189K - $217K
|
1.13M
$64.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.33K- 10.94% |
$191K - $219K
|
27.1K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.46K- 1.12% |
$198K - $227K
|
306K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 1.58% |
$198K - $228K
|
215K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.49K- 2.51% |
$200K - $230K
|
136K
$7.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.5K- 22.58% |
$200K - $230K
|
12K
$683K
|